SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $35,460,000 | +16.7% | 507,081 | +1.2% | 12.46% | -2.0% |
| Q4 2018 | $30,392,000 | -21.6% | 500,855 | -1.6% | 12.72% | -10.6% |
| Q3 2018 | $38,764,000 | +2.4% | 508,916 | -1.1% | 14.22% | -1.3% |
| Q2 2018 | $37,863,000 | +7.8% | 514,659 | +1.3% | 14.40% | +8.2% |
| Q1 2018 | $35,133,000 | +8.5% | 508,218 | +12.4% | 13.31% | +10.4% |
| Q4 2017 | $32,371,000 | +9.3% | 452,106 | +3.7% | 12.06% | +38.4% |
| Q3 2017 | $29,621,000 | +233.5% | 435,790 | +162.5% | 8.71% | +257.4% |
| Q2 2017 | $8,883,000 | -67.0% | 166,033 | -61.1% | 2.44% | -70.7% |
| Q1 2017 | $26,891,000 | +3.5% | 426,984 | +1.0% | 8.32% | +13.8% |
| Q4 2016 | $25,990,000 | +90.0% | 422,746 | +77.8% | 7.32% | +88.3% |
| Q3 2016 | $13,681,000 | +24.5% | 237,729 | +16.9% | 3.88% | +15.4% |
| Q2 2016 | $10,989,000 | +27.7% | 203,379 | +23.0% | 3.37% | +39.4% |
| Q1 2016 | $8,607,000 | +245.9% | 165,397 | +246.2% | 2.42% | +236.0% |
| Q4 2015 | $2,488,000 | – | 47,774 | +4777300.0% | 0.72% | – |
| Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |